The visit is fresh. The note should be, too.
Built for hospice. Capture visit observations by voice, then review, edit and sign a structured draft.
What takes shape from the visit.
Captured information becomes a draft for clinician review and the patient record.
Speak naturally during or after care. Your clinician checks and signs the note before it becomes part of the record.
Follow a hospice workflow on CareTrace.
An illustrative day, from visit preparation to clinician review and team follow-up. Pilot capabilities and broader-suite previews are discussed separately.
Follow a hospice workflow on CareTrace.
An illustrative day, from visit preparation to clinician review and team follow-up. Pilot capabilities and broader-suite previews are discussed separately.
- 09:00
Start with the patient story.
Review the patient context and decide what needs to be captured. Recording starts with your team.
- 09:15
Capture what the patient tells you.
Record observations, preferences and family concerns while the details are fresh.
- 09:30
Keep the observation specific.
Speak what you observed and what was reported to you. Check the resulting draft against the captured information.
- 10:00
Review the draft before it is signed.
Check the details, correct the wording and add missing information before signing the note.
- 11:00
Keep changes in view.
Review the documented visit and follow-up in the context of the patient’s care.
- 13:00
Make the next step clear.
Keep requests and next-visit follow-up connected to the patient story. Broader coordination workflows are in development.
- 15:00
Connect the work around care.
Explore how the developing suite can bring HR, billing, medications, supplies and agency knowledge closer to the clinical workflow.
The visit, in the words you captured.
Corrections and pauses are part of natural speech. Review the source alongside the draft before signing.
Example visit dictation
Routine hospice visit. Example patient.
- Routine home visit today. We talked about um, comfort and appetite.
- The patient says sleep was better— no, still interrupted.
- Her daughter asked us to follow up on sleep at the next visit.
- We discussed that request with the patient, and she agreed.
- Please keep that follow-up in the visit plan for review.
Structured draft for review
Visit note. Draft for clinician review.
- Visit
Routine home visit.
- Topics discussed
Comfort and appetite.
- Patient report
Sleep remains interrupted.
- Family concern
Daughter requested follow-up on sleep.
- Patient preference
Patient agreed to the follow-up request.
- Plan for review
Follow up on sleep at the next visit.
- Review status
Draft only. Clinician review and signature required.
The patient story, shared.
A shared view of visit notes and follow-up gives the next person context. These are synthetic examples of the workflow.
Example care team review
Tue · 15:00
- Patient 01 · Example A 09:00
- Discussed comfort and appetite. Follow up on sleep at the next visit.
- Patient 02 · Example B 09:15
- Patient described a concern about the next visit. Added for team review.
- Patient 03 · Example C 09:30
- Caregiver observations recorded for clinician review.
- Patient 04 · Example D 10:00
- Follow-up from the visit is ready for the care team to review.
Nurse draft · review required
Patient preference · example
Visit observation · example
Care team follow-up · example
- Keep visit observations and reviewed notes together in the patient record.
- Make ownership and follow-up clear to the care team.
- Build toward connected medication, supply and coordination workflows.
- Review access, record history and reporting needs during pilot scoping.
Start with the systems you use.
Your agency’s systems and workflow guide the integration discussion.
Voice documentation and the patient record are the starting point. Any export, integration or migration is scoped around your agency.
We’ll review the systems, fields, access and validation your team needs before agreeing on a pilot.
How we approach security
Intentional recording
Your team starts capture as part of an agreed workflow.
Pilot agreements reviewed
We review the applicable agreements and scope before a pilot.
Clinician review required
A clinician checks, edits and signs the draft.
Data handling discussed
We work through processing, storage and retention with your agency.
Agency-specific access
We discuss roles and access requirements for the pilot workflow.
Safeguards before rollout
Pilot readiness is reviewed with the team before patient information is used.
See CareTrace in your hospice workflow.
Bring your documentation workflow and your questions. We’ll walk through current capabilities, the developing suite and what a pilot would involve.